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Fundsmith Equity ISA

Compare The Very Latest Funds For Your ISA.

Investment ISAs put your capital at risk & you may get back less than you originally invested

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Stocks & Shares ISA

from Nutmeg

ISA Option
Allows ISA Transfers
  • Fund Choice: Nutmeg offer 5 diversified portfolios with ETFs, using technology to keep charges low. Capital at risk. Approved by Nutmeg 24/02/2023
  • Invest From: Min. £500 single
See Deal

Stocks & Shares ISA

from Interactive Investor

Allows ISA Transfers
Regular Savings
  • Fund Choice: Access 40,000+ UK, US and international shares on 17 global exchanges. Choose from over 3,000 funds.
  • Invest From: £25 pm
See Deal Open an ISA before 31 December and get £100 cashback. New customers only, invest £5k or more. Terms & fees apply. Capital at risk.

Stocks & Shares ISA

from Wealthify

Allows ISA Transfers
Regular Savings
  • Fund Choice: Choose your risk profile and have an investment Plan built and managed for you
  • Invest From: £1
See Deal

Stocks & Shares ISA

from Fidelity

Allows ISA Transfers
Regular Savings
  • Fund Choice: Choose from over 4,000 investment options, including one of the widest fund ranges in the UK. With online guidance tools and expert fund ideas to help you choose. Capital at risk
  • Invest From: £25 pm
See Deal

Stocks & Shares ISA

from AJ Bell

Allows ISA Transfers
Regular Savings
  • Fund Choice: Invest in over 2,000 funds, shares and more across 25 markets. Invest from £25 per month. Which? Recommended Provider for Investment Platforms 2019–2023. Low-cost online dealing from £1.50. Open your account in minutes from app or website, manage your portfolio on the move. FSCS protected. Capital at risk
  • Invest From: £25 pm
See Deal

Stocks & Shares ISA

from Best Invest

ISA Option
Allows ISA Transfers
Regular Savings
  • Fund Choice: Over 2,500 funds, UK shares, investment trusts and ETFs or choose Ready Made & Managed Portfolios
  • Invest From: No minimum
See Deal

Stocks & Shares ISA

from Hargreaves Lansdown

Allows ISA Transfers
Regular Savings
  • Fund Choice: Choose from over 3,000 funds, shares, investment trusts and more to build your portfolio. Capital at risk.
  • Invest From: £25 pm or £100 lump sum
See Deal

Investment ISA

from Barclays Smart Investor

Allows ISA Transfers
Regular Savings
  • Fund Choice: Invest in over 2,000 funds, plus Exchange Traded Funds, Investment Trusts, Shares and more. 5 Ready-made Investment funds if you’re not sure where to invest. Capital at risk.
  • Invest From: Any amount
See Deal

Stocks & Shares ISA

from Moneyfarm

Allows ISA Transfers
Regular Savings
  • Fund Choice: Choose your risk profile and have it matched to an investment portfolio expertly built and managed.
  • Invest From: £1,500
See Deal

Share Dealing ISA

from IG

Allows ISA Transfers
  • Trade From (frequent trader rate): £3.00
  • Trade From (standard trader rate): £8.00
See Deal Choose from over 13,000+ global stocks & ETFs. Invest in UK shares from as little as £3 per trade. IG offer a "Smart Portfolio ISA" where you can get an expertly built portfolio that is right for your risk profile. Capital at risk.

Junior Stocks & Shares ISA

from Hargreaves Lansdown

Regular Savings
  • Invest From: £25 pm
  • Investment Options: Invest in over 3,000 funds, UK and overseas shares, investment trusts and ETFs. Capital at risk.
See Deal

Junior Stocks & Shares ISA (Future World ESG Developed Index Fund)

from Legal & General

Regular Savings
  • Invest From: £25 per month
  • Investment Options: Invests in broad developed stock markets, such as the US, Japan and Europe. Capital at risk.
See Deal

Socially Responsible Junior Stocks & Shares ISA

from Nutmeg

  • Invest From: £100
  • Investment Options: Nutmeg offer a socially responsible junior investment ISA which places emphasis on environmental and social and governance factors. Capital at risk. Approved by Nutmeg 24/02/2023
See Deal

Junior Stocks & Shares ISA

from AJ Bell

Regular Savings
  • Invest From: £25 pm
  • Investment Options: AJ Bell offer a wide range of investments including shares, funds, investment trusts and ETFs (exchange traded funds). Capital at risk.
See Deal

Junior Stocks & Shares ISA

from Interactive Investor

Regular Savings
  • Invest From: £25 pm
  • Investment Options: Choose from more than 40,000 UK and global investment options for your child's ISA. Capital at risk.
See Deal

Junior Stocks & Shares ISA

from Nutmeg

  • Invest From: £100
  • Investment Options: Choose your investment style and preferred risk level. Capital at risk. Approved by Nutmeg 24/02/2023
See Deal

Junior Stocks & Shares ISA

from Wealthify

Regular Savings
  • Invest From: £1
  • Investment Options: Choose from one of five investment styles based on risk, and a team of experts build your child’s Junior ISA, choosing which investments to buy and managing them on your behalf
See Deal

Junior Stocks & Shares ISA

from Scottish Friendly

Regular Savings
  • Invest From: £10 pm
  • Investment Options: A selection of 9 funds so you can tailor your child's investment. Capital at risk.
See Deal When you take out a My Select (Junior ISA) Scottish Friendly will pay £50 into the Junior ISA for your child.

Junior Stocks & Shares ISA

from Best Invest

Regular Savings
  • Invest From: No Minimum
  • Investment Options: Choose your own investments, invest with help from an adviser or let the experts take care of it all for you. Capital at risk.
See Deal

Junior Stocks & Shares ISA (Sustainable Leaders Fund)

from Royal London

Regular Savings
  • Invest From: £25 a month or any lump sum
  • Investment Options: The core of the investment portfolio consists of shares in companies involved wholly or in part in the manufacture of products, industrial processes or the provision of services associated with improving the environment and the enhancement of human health and safety. Capital at risk.
See Deal

Fundsmith Equity ISA

The Fundsmith Equity fund is a popular fund which aims to invest in:

  1. high quality businesses that can sustain a high return on capital employed
  2. businesses whose advantages are hard to replicate
  3. businesses that do not require high leverage to generate returns
  4. businesses with a high degree of certainty of growth from reinvestment of their cash flows at high rates of return
  5. businesses that are resilient to change, particularly technical innovation
  6. businesses whose valuation is considered by the fund manager to be attractive

The fund invests typically in 20 to 30 stocks, does not invest in derivatives, does not hedge currency exposure, and the fund does not take fees for performance.

The fund has grown to over £20bn since launch in 2010 with impressive returns, despite stockmarket falls due to the global pandemic. With an annual management charge of 0.95% this fund is proving popular with investors who have seen a 397% return since November 2010.

Can I Transfer My Current Stocks and Shares ISA To The Fundsmith Equity Fund?

Yes.

If you are currently invested with another provider in a Stocks & Shares ISA the good news is that you can transfer relatively easily into the Fundsmith Equity Income Fund.

If you do this via a platform such as Fidelity or Hargreaves Lansdown they can do this for you. Simply sign up for an ISA account and follow the simple instructions to get this actioned.

Buying the Fundsmith Equity Fund Via The Fidelity Platform

You can invest in this fund via a range of platforms - We have highlighted the Fidelity Platform:
Features:
  1. One low cost service fee, typically 0.35% on the investments you hold with them. However, ongoing fund charges do apply
  2. Flexibility, they allow you to hold cash as well as investments. This means you can hold your money in cash if you are concerned about the market's prospects. Providing a safer option until you’re ready to invest
  3. 24/7 access using their online Account Management system, and mobile app
  4. A wide range of investment options as well as tools to help you find the right funds for you
  5. Excellent customer service, including a UK-based contact centre and through investment guidance on their website
  6. You can get started with a minimum of £50 per month or £1,000 lump sum

Sam Hodgson
Edited by Sam Hodgson - ISA.co.uk

Frequently Asked Questions

Yes, you can transfer from your Cash ISA to a Stocks and Shares ISA at any time. However, do check you won’t lose out by transferring, as some Fixed Rate Cash ISAs may charge a fee or void your interest if you surrender your policy before the fixed term has ended

You can open a Stocks and Shares ISA online or via the mobile app of the provider that you choose. You can also open one over the telephone or with a posted application form.

The current annual ISA allowance is £20,000 per person for the 2023/24 tax year. This is your allowance across Stocks and Shares ISAs, Cash ISAs, Lifetime ISAs and Innovative Finance ISAs combined.

Yes, you can. You can transfer a Cash ISA or different Stocks and Shares ISA into your Self Select ISA at any time by completing a transfer form with your new ISA provider.

Make sure you complete the form and don’t just withdraw the money yourself to pay it into your new account, or your money will lose its ISA status and might not be allowed to put it all back in.

Important Risk Information:

Capital at risk. Tax treatments depend on your individual circumstances and may change. The value of investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks and commitments. This website aims to provide information to help you make your own informed decisions. It does not provide personal advice based on your circumstances. If you are unsure of how suitable an investment is for you, please seek personal advice.

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